Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Stephen Weiss, Founder, Short Hills Capital Partners and Amy Raskin, CIO, Chevy Chase Trust commented about whether AAPL-Q, ASML-Q, AXP-N, SHC-T, TSM-N, NFLX-Q, LDOS-N, AAPL-Q are stocks to buy or sell.

DON'T BUY

China remains a major overhang as the country keeps pushing its domestic phones and not Apple.

BUY ON WEAKNESS

He bought more today. It's defensive; its defense business amounts to 15% of their revenues and is focused on technology. Also produces healthcare and airport scanners. Good, new managers. He'd buy on dips. 

PARTIAL BUY

Price target was raised to $700 today. It's the leading streamer in the world, are profitable and they can grow earnings as they want. They've raised monthly fees in recent years, but still attractive to competitors. He may buy more in coming days.

HOLD

It reports next week. Earnings should be pretty good, because they have no spare capacity, but the market already expects this and it's reflected in the share price.

COMMENT

Would buy a 2-year note paying a near-4.9% yield. A great place to hide.

BUY

Likes the energy space. Shell is cheap compared to its peers. Boasts a 12% free cash flow yield.

BUY

She expects their quarter next week to be fine. It well-positioned with high-end users and travel.

PARTIAL SELL

Wants to trim, because it's had a such a big run like all semis (overbought sector). ASML trades over 40x PE. 

HOLD

An analyst signalled buy on weakness, but Apple remains a hard call for her. Thes tock is still expensive for its future growth, despite new innovations just announced in AI. Trades at 25x. Is a great company, but she won't add to it now.

COMMENT

The market is up so much since the Oct. 27 lows. History says that we are due for a correction and tech is vulnerable. He's sell tech (take profits). The markets are 100% frothy.

BUY

He's now bullish after exiting last November. They just announced AI innovations, which is a tailwind, though he's not that concerned about China pushing its own smartphones. They have $100 billion of free cash flow--they print money and he likes that.

PARTIAL BUY

He just started a position. Everything that Boeing is doing well, aerospace companies like this benefit. Also, they're streamlining their business, starting with aerospace, and can benefit from the infrastructure play. Pays a 2.2% dividend, bug share buybacks and solid dividend growth. He's expecting a breakout after sluggishnes.

TRADE

He's selling calls on this. The volatility spike is giving him opportunities to write calls for a $57 strike two weeks out (11% annualized). 

HOLD

His price target is $300. Has owned this for over a decade, a great dividend compounder, but he wouldn't rush into it now.

WATCH

It reports next week. Is hitting a 52-week low today. He bought it higher, at $470, last month. Don't buy ahead of earnings. They're taking punch after punch. He's close to being stopped out of his position. He will watch for guidance. If it's a sell-the-news event, he might sell.